Quality returns alpha

Willem Vinke draws comparisons between the European and Global strategies and their respective benchmarks, identifying sources of alpha.

A tapering without taper tantrum

Eric Vanraes reviews macroeconomic events and their impact on US Treasuries.

Preparing for Japan’s re-opening

Mitsuhiro Yuasa reflects on Q1 earnings and looks towards the Olympics and General Elections.

Seeking ways to exploit the market volatility

Bertrand Faure discusses the shaken movements in European markets, and how these will present many opportunities for Investors.

Eric Sturdza Investments – SFDR Article 8 compliant, our ESG journey continues…

We are pleased to advise that all sub-funds of E.I. Sturdza Funds plc are now classified as Article 8 funds.

Monitoring vaccination developments is essential

Yutaka Uda describes the current situation in Japan and the key events that will aid economic recovery.

Strong earnings confirm global recovery

Eric Sturdza reflects on the implications of a strong earnings season and more signs of a global recovery.

Consumption up, inflation stable

Lilian Co explores the recovery in China, amidst the anti-competition investigations of internet companies.

Generating alpha through the recovery

Willem Vinke describes expectations of an imminent and strong economic recovery.

Vaccinations are key to unlocking Japan

Mitsuhiro Yuasa describes the developing situation in Japan and PM Suga's plans.

Long-term investing amid an economic recovery and sector rotations

The team from the Sturdza Family Fund provide an update regarding equity and fixed income market developments in 2021 and their market outlook.

Inflation fears are declining

Eric Vanraes discusses the reduction in inflation fears and continuing dovish policy in Europe.